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FirstEnergy
FE

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
551
Cromwell Holdings
Wyoming
$63K +$63.9K +1,647 New
GWM
552
Geneos Wealth Management
Colorado
$62.4K -$1.86K -48 -3%
FFA
553
Frazier Financial Advisors
Ohio
$62.2K – – –
AAG
554
Armstrong Advisory Group
Massachusetts
$61.9K +$233 +6 +0.4%
CSB
555
City State Bank
Iowa
$59.7K – – –
CFFP
556
Center for Financial Planning
Michigan
$59.7K – – –
BMC
557
Bear Mountain Capital
Washington
$55.3K – – –
MPWT
558
MassMutual Private Wealth & Trust
Connecticut
$53.3K +$16.5K +425 +44%
CA
559
Crewe Advisors
Utah
$53K +$53.7K +1,384 New
RA
560
Rise Advisors
New York
$52.5K +$582 +15 +1%
GJIA
561
Glass Jacobson Investment Advisors
Maryland
$52.3K – – –
GJWM
562
Gilliland Jeter Wealth Management
Arkansas
$50.9K – – –
VWM
563
Venturi Wealth Management
Texas
$50.8K +$33.9K +873 +192%
FUBT
564
First United Bank & Trust
Maryland
$49.4K -$2.21K -57 -4%
PCMC
565
Planning Capital Management Corporation
Pennsylvania
$48.8K – – –
AAP
566
Arax Advisory Partners
Colorado
$48.2K +$28.4K +731 +138%
SC
567
Stephens Consulting
Michigan
$47.7K – – –
FMTCOCP
568
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K -$11.8K -305 -20%
RI
569
Ridgewood Investments
New Jersey
$44.5K +$45.1K +1,163 New
PB
570
Pinnacle Bancorp
Nebraska
$42.1K – – –
CFO
571
CVA Family Office
Colorado
$42K +$465 +12 +1%
BFPW
572
BOK Financial Private Wealth
Colorado
$40.9K +$37.1K +956 +839%
BTI
573
Blue Trust Inc
Georgia
$39.6K +$28.3K +730 +247%
PFBT
574
Parkside Financial Bank & Trust
Missouri
$39.2K -$970 -25 -2%
DMBA
575
Deseret Mutual Benefit Administrators
Utah
$39.1K – – –
21 22
23
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